Who We Are
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore.
The Role
As part of the broader Addepar Data Management & Quality organization, the Data Client Support team is responsible for ensuring our customers receive first-class support experience and are able get the most value out of their data in Addepar. The Data Client Support team sits at the nexus of Addepar's activity and requires daily communications with clients, data providers, and other personnel across the company.
Important: The working schedule for this position is from 6:30 PM to 3:30 AM IST, US business days.
Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.
What You’ll Do
- Address client inquiries related to Addepar’s portfolio data feeds and on general data product functionalities within established SLAs.
- Manage and complete requests from internal Data teams that require client outreach and/or action to resolve data verification issues.
- Investigate client reported bugs and data processing issues, and triage with Engineering & Product when needed.
- Partner with Account Managers, Solutions Architects, and other members of GTM to drive alignment on data related escalations and ensure positive outcomes for clients.
- Participate in multi-org projects to improve internal processes and in broad company initiatives to stand up new product functionality or services.
Who You Are
- 3+ years of work experience in the financial investment/advisory industry with solid understanding of capital markets, portfolio accounting and customer relationship management.
- Outstanding communication and interpersonal skills with excellent attention to detail.
- Track record of demonstrating self-motivation to take on responsibility, a strong team-player mentality, and passion for delivering client-centric outcomes.
- Proactive and diligent in documenting team processes and finding opportunities to team optimize workflow efficiencies
- Willing to work flexible hours.
- Familiarity with using MS Suite, Salesforce, Atlassian, SQL, Bloomberg, Thomson Reuters, or other common financial services systems and applications is preferable.
Our Values
- Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
- Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
- Champion Our Clients - Exceed client expectations. Our clients’ success is our success.
- Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
- Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.
In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to ta-operations@addepar.com.
3+ years in financial investment/advisory industry; understanding of capital markets, portfolio accounting, CRM; legal authorization to work in India; willing to work flexible hours; familiarity with MS Suite, Salesforce, Atlassian, SQL, Bloomberg, Thomson Reuters preferred.
Key Responsibilities
- addressing client inquiries
- managing data requests
- investigating data issues
Skills & Tools
Microsoft Office, Salesforce, Atlassian, SQL, Bloomberg, Thomson Reuters
Job Details
- Category: Customer Service
- Seniority: Mid Level
- Commitment: Full Time
- Workplace: Remote — India
- Languages: English
About Addepar
A global data and AI platform empowering investment professionals with portfolio and client data insights. — Industry: Information Technology